29 Results for

Financial Services Jobs in Santa Rosa, CA

Jobs

Novato, CA14 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Santa Rosa, CA30+ days ago

$80,000–$90,000 Per Year
Full-time

Ability to coordinate a variety of activities and projects simultaneously and prioritize daily work, such as tracking and closing new business; scheduling appointments; proactive calls for prospecting, marketing, servicing/sales, etc. Target Compensation in California: $90,000 to $150,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth).

Santa Rosa, CA9 days ago

$52,000–$65,651

Responsible for the coordination of all credit and collection procedures on the front end, assessing and rapid resolution of self-pay account balances, assessment of all private pay accounts, and verifying insurance and other governmental programs for inpatient and outpatient accounts. Supplemental Receptionist Coverage: Able to fill in to help the reception desk if needed, including answering and redirecting phone calls, greeting and providing callers or visitors with information, and duties related to this coverage as requested.

Santa Rosa, California8 days ago

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New!

Santa Rosa, California3 days ago

Petaluma, CA30+ days ago

$25.87–$34.49 Per Hour

Our award-winning and comprehensive medical centers are known for outstanding programs in cancer, cardiology, neurosciences, orthopedics, women's services, emergency and trauma care, pediatrics and neonatal intensive care. Our not-for-profit network also provides a full spectrum of care with leading-edge diagnostics and treatment, outpatient health centers, physician groups and clinics, numerous outreach programs, and hospice and home care.

Vallejo, CA17 days ago

$154,273.60–$246,833.60 Per Year

Provides local oversight of, and may complete, quality-related activities including training/competency assessment of personnel, installation/verification/maintenance of equipment, quality control of test systems, non-conforming event management, customer satisfaction, lab licensure/accreditation and continual process improvement. Oversees, and may directly supervise, the day-to-day operations of the Laboratory and is responsible for effective and efficient integration and coordination of the Laboratory team and affiliate operations to properly provide laboratory services.

Santa Rosa, CA10 days ago

$90,542.40–$135,803.20 Per Year

See required physical demands, mental components, visual activities & working conditions at the following link: Job Requirements (https://sutterhealth.sharepoint.com/:b:/s/JobAnalysisLibrary/ETcsrLLlDj5MlmKbw2ZsPB4BlHLH2296OimmwO58T7i_Ig?e=4cI5mO). Plans, organizes, coordinates and administers the activities of personnel who are engaged in delivery of food service and clinical nutrition care to ensure effective and efficient delivery of services and/or achievement of business results.

New!

Santa Rosa, CA4 days ago

Remote

$150,000–$200,000

If you're tired of long commutes or missing moments with family, this work-from-home opportunity offers a real path to a meaningful career — with free, proven training and full support. Mink Life & Legacy is seeking motivated, coachable individuals who want more time and more control.

New!

Petaluma, CA3 days ago

Our Assistant Managers help to build the systems and processes needed to guide our Direct Support Professionals as they assist with day to day tasks, joining clubs, going out to eat, hiking, enjoying movies, going on vacations and more. Strong management skills with the ability to work collaboratively in a diverse organization, maintaining a positive work environment and leading change through teamwork.

Sonoma, California30+ days ago

Evaluates incoming patient calls, visits or correspondence and answers questions, resolves issues and assists with payment arrangements for traditional Self-pay and/or patient balance after insurance; prepares accounts for bad debt write off. Demonstrated ability to curteously listen to patients who are frustrated with their charges/bills, demonstrate empathy and compassion and provide information/options to help them manage their situation in a calm and professional manner.

New!

Santa Rosa, CAToday

$110,000–$115,000 Per Year

For the health and safety of our team members and residents, Oakmont Management Group may require team members to vaccinate, participate in daily screening, surveillance testing, and to wear face coverings and other personal protective equipment (PPE) to prevent the spread of the COVID-19 or other communicable diseases, per regulatory guidelines. The Health Services Director is a licensed nurse responsible for coordinating resident care and medication management under the medical direction and supervision of the residents’ attending physicians in order to ensure the resident remains as independent as possible for as long as possible.

New!

Santa Rosa, CA3 days ago

$225,888–$361,420.80 Per Year

Employees of Sutter Health and its entities may handle hazardous drugs in the course of their work, including patient care, which requires them to manage, store, prepare, receive, unpack, transport, dispose of, or administer drugs identified as hazardous or potentially hazardous by the National Institute for Occupational Safety and Health (NIOSH) and in accordance with the USP 800 guidelines. Provides executive-level perioperative nursing and administrative leadership at Sutter Santa Rosa Regional Hospital, a nationally ranked, high‑performing surgical center known for exceptional clinical quality, surgical outcomes, and patient experience.

Novato, California30+ days ago

We offer a competitive Benefits Program that includes affordable health insurance and Health Reimbursement Accounts (HRA), Dental and Vision Insurance, Educational and Continuing Education Benefits, Student Loan Repayment and Loan Forgiveness, Retirement Plan, Group Life and AD&D Insurance, Short term and Long Term Disability benefits, Professional Fee Reimbursement, Mileage and Cell Phone Reimbursement, Scrubs Reimbursement, Loupes Reimbursement, Employee Assistance Programs, Paid Holidays, Personal Days of Celebration, Paid time off, and Extended Illness Benefits. Overview: Marin Community Clinics, founded in 1972, is today, a multi-clinic network with a wide array of integrated primary care, dental, behavioral, specialty and referral services.

Rohnert Park, California24 days ago

Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.

Santa Rosa, CA17 days ago

$19.70–$23.17 Per Hour
Part-time

The Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. POSITION SUMMARY: The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.

Santa Rosa, CA16 days ago

Remote

$25–$50

Deliver high-level customer service to retail and commercial clients, including restaurants, grocery stores, convenience stores, schools, hotels, hospitals, and military bases. Install, maintain, and service commercial refrigeration and HVAC equipment, including walk-ins, reach-ins, rack systems, and ice machines.

Santa Rosa, California7 days ago

Santa Rosa, CA8 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

Napa, CA27 days ago

Full-time

Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

Santa Rosa, CA27 days ago

Full-time

Boston, MA30+ days ago

Work requires knowledge of principles and procedures of diagnostic radiology and CT and the operation and maintenance of Radiologic equipment generally acquired through the completion of two years post-high school training in an approved school of radiologic technology. Work requires excellent interpersonal and communication skills sufficient to interact effectively with patients and all/any apprehensions, to instruct students and to provide technical supervision to staff technologists.

NOVATO, California30+ days ago

$19.28–$28.89 Per Hour

SANTA ROSA, California30+ days ago

$18.46–$27.69 Per Hour

Receive communication (written, telephone and electronic) from offices who have a concern or a need around supplies, facilities, or support;document nature of problem, research solutions, and resolves issues or escalate to DOC, Company Support Manager (CSM), or District General Manager(DGM) as needed . Maintain a technical working knowledge of systems used to support district(s) i.e. Microsoft Teams and Microsoft Suite applications including virtual tools;may include internal systems .

New!

Santa Rosa, CA3 days ago

Remote

Are you seeking a fulfilling career that offers flexibility, a healthy work-life balance, and the comfort of working from home? InsuraTec is looking for motivated and dedicated individuals to join our team as Remote Account Managers.

Santa Rosa, CA30+ days ago

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. + Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

Santa Rosa, CA30+ days ago

$25–$30.48 Per Hour

Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.

Santa Rosa, CA27 days ago

Full-time

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.

NOVATO, California30+ days ago

A Typical Day: Receives operational data for entry into the client's bookkeeping system and determines the best method to record the financial information, such as income, expenses, returned checks, bank charges, and labor hours/codes. Perform payroll services as requested by the business client account including preparation of payroll checks, preparation of monthly, quarterly, and annual employee and employer payroll reports.

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Financial Services Jobs in Santa Rosa, CA

Jobs

Financial Consultant - Marin, CAFidelity Investments

Sr. Associate Financial AdvisorFirst Technology Federal Credit Union

Financial Counselor (Santa Rosa)Northern California Behavioral Health System

Risk Advisory Services PrincipalBaker Tilly Advisory Group, LP

Senior Manager, Transactions Advisory ServicesBaker Tilly Advisory Group, LP

Associate Patient Services Specialist - ER RegistrationProvidence

Manager, Laboratory ServicesSutter Health

Manager, Food ServicesSutter Health

Entry Level Financial Protection Specialist (Remote)MINK Life & Legacy Agency

Assistant Manager - Supported Living ServicesLifehouse Agency

Financial CounselorSonoma Valley Hospital

Health Services DirectorOakmont Senior Living

Senior Nursing Director, Perioperative ServicesSutter Health

Senior Financial AnalystMarin Community Clinics

Customer Service RepresentativeCommunity Choice Financial Family of Brands

Retail Customer Service AssociateFedExGround

Commercial HVAC/R Service TechnicianRSC Mechanical

Tax Manager, Private Client Services/Private WealthBaker Tilly Advisory Group, LP

Senior Wealth AdvisorColumbia Bank

J.P. Morgan Wealth Management - Private Client Advisor - Napa, CA and Surrounding areasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Sonoma County, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

CT TechHealthcare Technical Staffing, LLC

Seasonal, Operations Technical SpecialistH&R Block

Seasonal, Operations Administrative AssistantH&R Block

Remote Account ManagerInsuraTec

Senior Home Lending Advisor, Santa Rosa, CAJPMorgan Chase

Part Time Associate Banker Sonoma (30 Hours)JPMorgan Chase

Senior Home Lending Advisor, Santa Rosa, CAJPMorgan Chase Bank, N.A.

Block Advisors BookkeeperH&R Block

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